FundSvcs Community

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815

Good morning Fundsvcs Community,

I'd like to gain insights from your collective expertise and kindly request your assistance., I am conducting a study and research on gift administration/finance best practices, this data will be discussed at an upcoming workshop (CASE Gifts and Records management) where I will be faculty.

What is your relationship with Finance/Treasury/comptroller?

1. We are part of the finance team
2. We are part of the development team
3. We have a dotted line to both departments
4. Other ____________________

Are your gift processes independent from finance/treasury/comptroller?

1. We process gifts after finance deposited and accounted for all money coming in
2. We deposit to the bank and process gifts and send daily activity to finance
3. Other ___________________

Data Entry

1. Our data entry is independent from finance, we enter and post gifts/pledges as needed
2. Our data entry is dependent from finance, we enter and post gifts/pledges once finance completes their month end processes

Reconciliation/Adjustment procedures

1. We reconcile monthly and adjust entries once a month
2. We reconcile monthly, we adjust entries once a week
We reconcile monthly, we adjust entries as needed
Other _____________________

Are there any other specifics with your relationship with finance that impact your day to day process?

 

I hope this is not too much of a burden, if I an get your responses by October 10, I grately appreciate it!

 

Kind Regards, 

 

Adriana Bitoun Director, Advancement Services   U.S. NAVAL ACADEMY ALUMNI ASSOCIATION & FOUNDATION 274 Wood Road Annapolis, MD 21402   p. 410-295-4150 c. 562-805-8815